LAZAREV SYSTEMSAI SALES ASSISTANT

AI Sales Assistant and Bitrix24

AI assistant enquiries in Bitrix24. Give each request a place in your process.

A renovation estimate needs a site, scope and timeframe. Your business may need a different set of details. We configure handoff to Bitrix24 around your lead or deal process. The connection approach is agreed after checking access and portal settings.

Discuss Bitrix24Define your enquiry details

Integration is quoted separately; an AI Sales Assistant subscription starts at $99 per month.

Proposed Bitrix24 enquiry mappingSample workflow
We need to renovate a 180 m² office. Can you prepare a quote?
AI Sales AssistantHello! I’m the contractor’s AI assistant. I can prepare a request for our estimator. Which city, do you have plans, and when would you like to start? May I pass the enquiry to the team?
Kazan. We have plans and need interior finishes and electrical work. Starting in December. Yes, I’d like to arrange a site visit.
AI Sales AssistantI’ll prepare those details for the estimator. They will review the plans, arrange a visit and confirm whether the requested timing is possible.
An enquiry for your team

The key details in one place, ready for your colleague to continue the conversation.

Lead → subject
Office renovation · quote request
Fields → site
Kazan · 180 m²
Comment → scope
Plans ready · finishes and electrical
Fields → next step
December start · arrange site visit
Illustration. Answers and handoff rules use your company materials.

The right recordA lead or deal that fits your team’s process.

Details for an estimateSite, scope and timing clearly presented.

An agreed routeA defined stage and owner for the enquiry.

Plan the handoff with your portal administrator

Every Bitrix24 setup is different. First, define what your team needs to receive after the conversation.

01 · Portal setup

Choose a lead or a deal

  • Check your CRM mode, integration availability under your plan and permissions for the required actions.
  • Choose the record type, pipeline, stage and owner. Agree mandatory fields.
  • Review existing rules and automation that may run when the new record is created.

02 · Enquiry details

Prepare information staff can use

  • Define fields for site type, location, scope and preferred dates, or the details relevant to your business.
  • Include agreed contact details and a summary. Decide how conversation history should be shared during setup.
  • Test repeat enquiries, corrected contacts and the route for requests that need staff attention.

Bitrix24 handoff is configured for your specific portal. The illustration is a proposed enquiry mapping. It does not mean your portal is connected or that every CRM action is included in the initial workflow.

From an enquiry to a Bitrix24 record

We review the result with the staff who will handle it.

  1. Define the handoff point

    Agree which details and customer permission are needed to pass the enquiry on.

  2. Configure the route

    Check access, map the fields and deliver to the chosen record type and stage.

  3. Check the team’s view

    Use a test enquiry to verify that the owner sees the details and knows the next step.

Handoff to Bitrix24

Setup reflects your portal, permissions and sales process.

Do we need leads, or can we create deals?

That depends on your CRM mode and process. One workflow may need an initial lead; another may need a deal linked to a contact. We assess the portal before agreeing implementation.

Does our Bitrix24 plan support this?

We check the required integration features and permissions. Availability depends on the portal version and plan; having an account alone does not establish that the connection is possible.

Can enquiries have different owners?

Yes, this can be part of the agreed workflow, for example by service or branch. We test assignment rules and staff access using sample enquiries.

Will it create tasks or trigger automation?

We first inspect existing portal automation that record creation may trigger. New tasks, rules and subsequent updates are added only as part of the agreed scope.

Choose a channel or explore how your team will receive enquiries.

Map the enquiry journey in your Bitrix24.

Show us your fields, stages and staff workflow. We’ll propose a handoff that supplies the context your team needs.

Discuss Bitrix24